Retirement
13F-HR - Retirement Wealth Solutions LLC (0002044741) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Retirement Wealth Solutions LLC....
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Cox
13F-HR - Cox Capital Mgt LLC (0001748728) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cox Capital Mgt LLC....
Red
13F-HR - Red Spruce Capital, LLC (0001795356) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Red Spruce Capital, LLC....
JP
13F-HR - JP Wealth Management, Inc. (0001967622) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JP Wealth Management, Inc.....
MJT
13F-HR - MJT & Associates Financial Advisory Group, Inc. (0002065777) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MJT & Associates Financial Advisory Group, Inc.....
Venture
13F-HR - Venture Visionary Partners LLC (0001792283) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Venture Visionary Partners LLC....
13F-HR/A
13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by 13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)....
13F-HR/A
13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by 13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)....
13F-HR/A
13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-09-30 filed by 13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)....
13F-HR/A
13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-06-30 filed by 13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)....
Crumly
13F-HR - Crumly & Associates Inc. (0001759578) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Crumly & Associates Inc.....
FIRST
13F-HR - FIRST COMMUNITY TRUST NA (0001130344) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FIRST COMMUNITY TRUST NA....
Asempa
13F-HR - Asempa Wealth Advisors (0002099967) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Asempa Wealth Advisors....
LEGACY
13F-HR - LEGACY SOLUTIONS, LLC (0002053314) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LEGACY SOLUTIONS, LLC....
Helmerich
H&P Strong Final Fiscal 2026 Results Anticipated
Helmerich & Payne updated its outlook for fiscal 4Q 2026, lifting direct margins in all operating segments. Management remains constructive on 2027 de...
Pathway
13F-HR - Pathway Financial Advisors LLC (0001738828) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pathway Financial Advisors LLC....
Mendota
13F-HR - Mendota Financial Group, LLC (0001964538) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Mendota Financial Group, LLC....
Great
13F-HR - Great Waters Wealth Management (0001964535) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Great Waters Wealth Management....
WALLER
13F-HR - WALLER FINANCIAL PLANNING GROUP, INC (0001736079) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WALLER FINANCIAL PLANNING GROUP, INC....
13F-HR/A
13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-03-31 filed by 13F-HR/A - Elm Partners Management LLC (0001743941) (Filer)....